Lido Advisors
ESGU icon

Lido Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Lido Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$870K Buy
5,314
+85
+2% +$13.4K ﹤0.01% 1157
2026
Q1 		$740K Hold
5,229
– – ﹤0.01% 1109
2025
Q4 		$766K Buy
5,229
+154
+3% +$22.8K ﹤0.01% 1120
2025
Q3 		$739K Buy
5,075
+5
+0.1% +$700 ﹤0.01% 1078
2025
Q2 		$686K Sell
5,070
-50
-1% -$6.24K ﹤0.01% 994
2025
Q1 		$624K Buy
5,120
+55
+1% +$7.08K ﹤0.01% 949
2024
Q4 		$652K Sell
5,065
-100
-2% -$13K ﹤0.01% 920
2024
Q3 		$652K Sell
5,165
-32
-0.6% -$3.89K ﹤0.01% 860
2024
Q2 		$620K Sell
5,197
-79
-1% -$9.07K ﹤0.01% 855
2024
Q1 		$607K Buy
5,276
+32
+0.6% +$3.51K ﹤0.01% 843
2023
Q4 		$550K Hold
5,244
– – ﹤0.01% 829
2023
Q3 		$492K Sell
5,244
-69
-1% -$6.76K ﹤0.01% 753
2023
Q2 		$518K Buy
5,313
+11
+0.2% +$1.02K ﹤0.01% 725
2023
Q1 		$480K Sell
5,302
-941
-15% -$83.2K ﹤0.01% 681
2022
Q4 		$529K Buy
6,243
+2,359
+61% +$201K 0.01% 574
2022
Q3 		$308K Hold
3,884
– – ﹤0.01% 741
2022
Q2 		$325K Hold
3,884
– – ﹤0.01% 708
2022
Q1 		$393K Hold
3,884
– – ﹤0.01% 692
2021
Q4 		$419K Buy
+3,884
New +$408K ﹤0.01% 680

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lido Advisors's ESGU Position: Q2 2026 in Review

Lido Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.6% in Q2 2026, buying an estimated $13.4K and bringing the position to 5,314 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Lido Advisors first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Lido Advisors held 5,314 shares of iShares ESG Aware MSCI USA ETF worth $870K as of Q2 2026.
  • Lido Advisors bought 85 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $13.4K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1157 holding.
  • Lido Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.